Rely Hechter (CRD# 4748368) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 20 years of experience in the finance industry. Rely Hechter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4396600
Mml Investors Services, LLC
CRD# 2693512
Prudential Financial Planning Services
CRD# 4291556
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lwm Advisory Services, LLC | Plantation, FL | Apr 2016 - Current | 8 |
| Lpl Financial LLC | Plantation, FL | Apr 2016 - Current | 8 |
| Bbtis | Sunrise, FL | Jul 2015 - Apr 2016 | < 1 |
| Space Coast Credit Union | Davie, FL | Dec 2009 - Jul 2015 | 5 |
| Lpl Financial Corporation | Charlotte, NC | Mar 2008 - Jun 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2004 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management695MILLIONS
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Total Number of Accounts1,778ACCOUNTS
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Average Account Value$390,735
- A percentage of assets under your management
- Financial planning services
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- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, GA, LA, NC, NJ, NY, TX
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